Trade & Fx Counsellor

Job Requirements

Job Requirements

Role/Job Title

Place of work

Business

Function/ Department

Job Purpose

Roles & Responsibilities

Key / Primary Responsibilities of the Role - List the primary deliverables

• Meet and service trade related queries & requirement of clients by liaising with Ops/product/central team
• Drive product & marketing initiatives launched by central product team;
• Responsible for income and FCY through-put target set for the TFX products for the respective branches/business being supported
• Manage the portfolio quality - digital activation, product penetration, AMB balance, desired value
• Support team in achieving customer acquisition plan
• Joint and independent call with (sales team) RH, BM, SM & SOs
• Undertake training of sales and relationship team as subject matter expert
• Cultivate relationships with individual and corporate customers
• Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms
  

Secondary Responsibilities - List the deliverables other than primary, but essential for the role

• Recommend process changes in order to improve service efficiency and quality across the branch network
• Regularly update about Trade and Fx transactions"
  

Key Success Metrics

Qualifications

Experience